#41 – Resource Review – Savology Financial Wellness Platform

About this episode

This episode reviews the Savology Financial Wellness Platform and its impact on financial advisors and clients.

Ask the Experts Episode #41 features a behind-the-scenes review of the Savology Financial Wellness Platform. In this episode, Sharon Pivirotto speaks with Brock Klementson about how advisors are using Savology to deliver financial wellness at scale, support middle-market clients, and add value to retirement plan relationships without adding more work to their practice.

People in this episode

Host: Sharon Pivirotto

Guest: Brock Klementson

Topics covered

• financial wellness
• advisors
• retirement planning
• middle-market clients
• value addition

Keywords

• Savology
• financial wellness
• advisors
• retirement plans
• middle-market

Mentioned in this episode

Organizations: Savology

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